Other · DOL Form 5500 · 2024
Emanate Health Retirement Plan
Data updated 2026-08-25
- $418M
- Total assets Above avg plan size
- 3,772
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $110,919
- Avg per participant Below avg balance/head
Official DOL plan name: Emanate Health Retirement Plan · Sponsored by Emanate Health · California · Healthcare & Social Assistance
$418M in assets, 3,772 participants
Emanate Health's Emanate Health Retirement Plan reported $418M in total assets and 3,772 participants in its 2024 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,382 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Emanate Health Retirement Plan covers 3,772 participants in California, 6.0x the typical California plan (state average ~630 per filing). Assets: $418M.
- #16,382
- in Healthcare & Social Assistance (16,916 peers)
- +9.6%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Emanate Health Retirement Plan's outsized position by total assets
Emanate Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$418,388,108 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Emanate Health Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emanate Health Retirement Plan lands in the large band (3,772 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emanate Health Retirement Plan reported net income fell from $45M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Emanate Health Retirement Plan reported participants rose from 3,353 in the plan year 2023 filing to 3,772 in the plan year 2024 filing.
- Emanate Health Retirement Plan end-of-year assets rose from $382M in the plan year 2023 filing to $418M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 953885523 · Emanate Health PY 2024 · Other
Emanate Health Retirement Plan · $418M · 3,772 · 97th
- PCT $418M
- EIN 3,772
- RANK 97th
- PHOTO Other
- IND near Waicu Retirement Readiness Plan
- EOY ind #16382
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
Emanate Health Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $382M |
|---|---|
| Net Assets (End of Year) | $418M |
| Net Income | $37M |
| Employer EIN | 953885523 |
| Plan Effective Date | 2002-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emanate Health)
Sponsor-wide plan assets over time
All Emanate Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $418M 24.12250342174291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,299 | $337M |
| 2023 | 1 | 3,353 | $382M |
| 2024 | 1 | 3,772 | $418M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Emanate Health Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Waicu Retirement Readiness Plan in WI ($418M); by covered participants it is Swedishamerican 403(b) Incentivesaver Plan in IL (3,754 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($418M here).
- Waicu Retirement Readiness Plan (WI) $418M · 2,100
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) $418M · 2,304
- Mainegeneral Health 403(b) Retirement Plan (ME) $414M · 4,718
- Mount Holyoke College Defined Contribution Retirement Plan (MA) $423M · 1,267
Similar participant headcount
Nearest other-state filings by covered participants (3,772 participants); asset peers above are excluded.
- Swedishamerican 403(b) Incentivesaver Plan (IL) 3,754 · 18 off
- Sinai Health System Consolidated 403(b) Plan (IL) 3,811 · 39 off
- Depaul University 403(b) Retirement Plan (IL) 3,819 · 47 off
- All Childrens Health System, Inc. 403(b) Savings Plan (FL) 3,838 · 66 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.